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Wells Fargo

2,793 hedge funds and large institutions have $184B invested in Wells Fargo in 2026 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 1,045 increasing their positions, 1,174 reducing their positions, and 221 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

19% less first-time investments, than exits

New positions opened: 178 | Existing positions closed: 221

21% less call options, than puts

Call options by funds: $3.07B | Put options by funds: $3.88B

36% less funds holding in top 10

Funds holding in top 10: 9259 (-33)

Holders
2,793
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.07B
Puts
$3.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PF
2726
PlanVest Financial
Maryland
$14.4K
BIM
2727
Breakwater Investment Management
Washington
$14.2K
NF
2728
Napier Financial
Massachusetts
$13.8K
PIS
2729
POM Investment Strategies
North Carolina
$13.7K
STB
2730
S&T Bank
Pennsylvania
$13.7K
BFS
2731
Bare Financial Services
Pennsylvania
$13.5K
AP
2732
Aspect Partners
Virginia
$13.5K
IAS
2733
IMA Advisory Services
Colorado
$13.2K
IUHSA
2734
Itau Unibanco Holding S.A.
Brazil
$13.1K
WWM
2735
Wolff Wiese Magana
California
$12.7K
AEPWM
2736
Atlantic Edge Private Wealth Management
Florida
$11.9K
SC
2737
Swan Capital
Florida
$11.9K
PS
2738
PayPay Securities
Japan
$11.6K
EPAM
2739
Evelyn Partners Asset Management
$11.5K
EWM
2740
Evolution Wealth Management
Florida
$11.3K
IA
2741
IFS Advisors
Kansas
$9.39K
CWA
2742
Carolina Wealth Advisors
South Carolina
$9K
UFPG
2743
United Financial Planning Group
New York
$8.76K
T
2744
Transce3nd
Texas
$8.68K
GFL
2745
Granite FO LLC
New Hampshire
$8.6K
DWM
2746
Darwin Wealth Management
Florida
$8.56K
LFA
2747
LGT Financial Advisors
Texas
$8.52K
BA
2748
Bard Associates
Illinois
$8.44K
MWM
2749
Magnolia Wealth Management
Alabama
$8.44K
DFA
2750
DHJJ Financial Advisors
Illinois
$8.39K